Phillip Towner

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Vision Independent Financial Planning Ltd

    FRN 487395

    • SMF3 Executive Director (since 13 Mar 2026)
    • Responsible for Insurance Distribution (since 13 Mar 2026)
    • SMF1 Chief Executive (since 13 Mar 2026)
    • [FCA CF] Significant management (1 Jul 2025 to 16 Mar 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Mar 2021)
    • CF1 Director (AR) (12 May 2015 to 14 Oct 2020)
    • CF30 Customer (24 Mar 2015 to 10 Mar 2021)
  • Towner Independent Financial Services Limited (no longer approved here)

    FRN 677369

    • Employed By (5 May 2015 to 10 Mar 2021)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 15 Dec 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

Updates to this individual's record on the FCA register.

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